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MAKE SMARTER USE OF
YOUR MONEY

Track every client invoice, vendor payment, and personal loan in one visual dashboard for freelancers, small businesses, and anyone managing multiple financial relationships

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Powerful Features for Financial Management

Everything you need to manage budgets, track payments, and never miss a deadline

Budget Progress tracking visualization

Budget Progress

Managing money wisely is key to achieving financial stability and reaching your goals. By creating a budget, tracking expenses, and monitoring progress, you gain complete control over your finances.

Milestone tracking visualization

Milestone Tracking

Set payment milestones for every project phase. Get automatic reminders when deadlines approach and visual alerts for overdue payments.

Explore Platform Features

Comprehensive Dashboard

Get a complete view of your financial landscape with real-time insights, key metrics, and actionable data at your fingertips.

2

Manage Your Entities

Organize and track all your entities in one place. Add, edit, and monitor financial entities with ease and precision.

3

Track Every Transaction

Monitor all financial transactions with detailed records, filters, and analytics to maintain complete financial transparency.

Dashboard Overview
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Real-World Use Cases

WHO USES BALANIZE?

Discover how different professionals use Balanize to manage their financial relationships

Create client profiles, set up project initiatives with payment milestones, and share progress links. Never miss an invoice or lose track of which clients have outstanding payments.

Real Example

Sarah manages 5 web design clients, tracking each project milestone and payment. Clients can view their project status through secure shared links.